MCM
AFRM icon

Maytus Capital Management’s Affirm AFRM Stock Holding History

Maytus Capital Management’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.12M Buy
+111,847
New +$7.31M 1.43% 25
2026
Q1 		– Sell
-85,000
Closed -$6.33M – 65
2025
Q4 		$6.33M Buy
85,000
+14,000
+20% +$1.01M 1.5% 27
2025
Q3 		$5.19M Buy
+71,000
New +$5.4M 1.11% 39

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Maytus Capital Management's AFRM Position: Q2 2026 in Review

Maytus Capital Management opened a new position in Affirm (AFRM) in Q2 2026: 111,847 shares worth $9.12M. The stake represents 1.43% of the portfolio and ranks #25 among its holdings. This is a return to the name: Maytus Capital Management previously reported a position in AFRM as recently as Q4 2025.

Maytus Capital Management first reported a position in AFRM in Q3 2025 and has held it in 3 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Maytus Capital Management held 111,847 shares of Affirm worth $9.12M as of Q2 2026.
  • Affirm was a new Maytus Capital Management position in Q2 2026.
  • Affirm made up 1.43% of Maytus Capital Management's portfolio in Q2 2026, its #25 holding.
  • Maytus Capital Management first reported a position in Affirm in Q3 2025 and has held it in 3 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Maytus Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.